Napa Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Napa Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$275K	Sell	3,317 -375	-10%	-$31K	0.13%	120
2025 Q2	$306K	Sell	3,692 -330	-8%	-$27.2K	0.15%	117
2025 Q1	$333K	Sell	4,022 -523	-12%	-$43K	0.19%	137
2024 Q4	$373K	Sell	4,545 -5,562	-55%	-$457K	0.16%	139
2024 Q3	$840K	Sell	10,107 -4,655	-32%	-$384K	0.4%	79
2024 Q2	$1.21M	Sell	14,762 -7,044	-32%	-$573K	0.81%	27
2024 Q1	$1.78M	Sell	21,806 -40,615	-65%	-$3.32M	0.94%	8
2023 Q4	$5.12M	Buy	+62,421	New	+$5.07M	2.78%	6

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Napa Wealth Management's SHY Position: Q3 2025 in Review

Napa Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q3 2025, selling an estimated $31K and leaving 3,317 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #120.

Napa Wealth Management first reported a position in SHY in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.12M in Q4 2023. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Napa Wealth Management held 3,317 shares of iShares 1-3 Year Treasury Bond ETF worth $275K as of Q3 2025.
Napa Wealth Management sold 375 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $31K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Napa Wealth Management's portfolio in Q3 2025, its #120 holding.
Napa Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Napa Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $5.12M in Q4 2023.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.